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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,640 | $169,356-97.3% | $129,406-96.4% | $145,897-96.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.42% | 14418.62%-14404.2pp | 9468.18%-9453.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $220 | $5,542-96.0% | $4,155-94.7% | $4,663-95.3% |
| Participant deferral / active EE | $270 | $4,987-94.6% | $4,167-93.5% | $6,689-96.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |